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ConstructConnect's Takeoff and Estimating Apps
On-Screen Takeoff User Guide

On-Screen Takeoff User Guide

Comprehensive documentation for how the application works and how to get the most out of your software investment.

01 Introduction to On-Screen Takeoff

On-Screen Takeoff - 00 Welcome to Online Help

On-Screen Takeoff - 01.00 What Have You Gotten Yourself Into? An Introduction to the Application

On-Screen Takeoff - 01.01 System Requirements and Installation Instructions

On-Screen Takeoff - 01.02.01 Launching and Licensing the Application

On-Screen Takeoff - 01.03.01 How to Use Keyboard Shortcuts to Make Entering Information Faster and Easier

02 The Projects Tab in Detail

On-Screen Takeoff - 02.01 A Detailed Look at the Projects Tab

On-Screen Takeoff - 02.02 Filtering the Projects Tab

On-Screen Takeoff - 02.03 Filtering the Projects Tab by Job Status

On-Screen Takeoff - 02.04 The Projects Tab Context Menu

03 Creating and Managing Projects, Bids, Alternates, and Change Orders

On-Screen Takeoff - 03.01 What are Projects, Bids, Jobs?

On-Screen Takeoff - 03.02 Creating a New Takeoff Project (Bid, Job)

On-Screen Takeoff - 03.03 Filling out the Cover Sheet - Step 1: Bid Information and Preferences

On-Screen Takeoff - 03.04 Filling out the Cover Sheet - Step 2: Adding Plans Using the Plan Organizer - OST

On-Screen Takeoff - 03.05 Adding a Single Page to A Project

04 The Takeoff Tab in Detail

On-Screen Takeoff - 04.00 A Detailed Look at The Takeoff Tab

On-Screen Takeoff - 04.01 Takeoff Tab - The Image Window (Plan viewing, markups, or drawing window)

On-Screen Takeoff - 04.01.01 Takeoff Tab - Image Window Context Menu

On-Screen Takeoff - 04.02 Takeoff Tab - Toolbars Overview

On-Screen Takeoff - 04.02.01 Takeoff Tab Page Navigation Toolbar

05 Creating Conditions and Layers

On-Screen Takeoff - 05.01 What Are Conditions?

On-Screen Takeoff - 05.02 What Are Layers? Why and How to Use Custom Layers

On-Screen Takeoff - 05.02.01 Adding Custom Layers to a Bid

On-Screen Takeoff - 05.02.02 Assigning a Condition to a Layer

On-Screen Takeoff - 05.03 Create a Condition from scratch - General Condition Properties (What are you measuring?)

06 Setting Scale and Drawing Takeoff Using Auto Takeoff and Auto Count and Manual Takeoff Tools

On-Screen Takeoff - 06.00 - Scale and Takeoff Overview

On-Screen Takeoff - 06.01 What is Scale and Why is it so Important?

On-Screen Takeoff - 06.01.01 Setting Page Scale

On-Screen Takeoff - 06.01.02 Calculating Page Scale Using a Known Linear

On-Screen Takeoff - 06.01.03 Verifying the Scale of a Plan

07 Bid Areas and Zones

On-Screen Takeoff - 07.01 How to Use Bid Areas to Separate Takeoff Quantities by Rooms, Floors, Buildings, etc.

On-Screen Takeoff - 07.02 Setting Up Bid Areas using Quick Add

On-Screen Takeoff - 07.03 Creating and Adjusting Sub-Areas (Areas Under other Areas)

On-Screen Takeoff - 07.04 Assigning Takeoff to a Bid Area

On-Screen Takeoff - 07.05 What are Zones? Why and How to Use Them

08 Annotations (Plan Markups) and the Image Legend

On-Screen Takeoff - 08.01 Drawing Annotations aka Plan Markups

On-Screen Takeoff - 08.02 Annotations - Dimension Lines

On-Screen Takeoff - 08.03 Annotations - Text and Textboxes

On-Screen Takeoff - 08.04 Annotations - Highlighter Tool

On-Screen Takeoff - 08.05 Annotations - Shapes (Callouts, Arrows, Lines, Rectangles, Ovals, Polygons, Clouds, and Ink)

09 Selecting and Editing Takeoff and Annotations

On-Screen Takeoff - 09.01 Selecting, Editing, and Deleting Takeoff and Annotation

On-Screen Takeoff - 09.02 Resizing Takeoff Objects

On-Screen Takeoff - 09.02.00 Adding or Removing Joints (Vertices) in Area Takeoff Objects

On-Screen Takeoff - 09.02.01 Splitting Linear Segments and Area Takeoff Objects

On-Screen Takeoff - 09.02.02 Adjusting the Angle of a Linear Object by Moving One Endpoint

10 Typical Groups, Typical Areas, and Repeating Pages

On-Screen Takeoff - 10.01 Use Typical Takeoff to Maximizing Your Efficiency

On-Screen Takeoff - 10.02 Typical Areas - Overview

On-Screen Takeoff - 10.02.01 Creating Typical Areas (Filling out the Typical Areas Grid)

On-Screen Takeoff - 10.02.02 Assigning Takeoff to a Typical Area

On-Screen Takeoff - 10.03 Typical Groups - Overview

11 Advanced Plan Organization and Overlays

On-Screen Takeoff - 11.01 Advanced Plan Organization

On-Screen Takeoff - 11.02 Improving Page Navigation: Making it Easier (more efficient) to Get Around Your Project

On-Screen Takeoff - 11.02.01 Renaming Pages (on the Cover Sheet and Takeoff Tab)

On-Screen Takeoff - 11.02.02 Collating Pages for Easier Navigation

On-Screen Takeoff - 11.02.03 Using Page Folders to Organize Your Plans by Discipline

12 The Summary Tab in Detail (Analzying Takeoff Results)

On-Screen Takeoff - 12.01 A Detailed Look at the Summary Tab

On-Screen Takeoff - 12.02 The Summary Tab Context Menus

On-Screen Takeoff - 12.03 Grouping and Sorting the Summary Tab

On-Screen Takeoff - 12.04 The Summary Tab Report

On-Screen Takeoff - 12.05 How Typical Areas are shown on the Summary Tab

13 The Estimate Tab in Detail (Unit Cost Worksheet)

On-Screen Takeoff - 13.01 A Detailed Look at the Estimate Tab

On-Screen Takeoff - 13.02 The Estimate Tab Context Menus

On-Screen Takeoff - 13.03 Grouping and Sorting the Estimate Tab

On-Screen Takeoff - 13.04 The Estimate Tab Report

14 Options for Pricing a Bid

On-Screen Takeoff - 14.00 Pricing Options

On-Screen Takeoff - 14.01 Creating a Rough Cost Estimate by Entering Unit Pricing on the Estimate Tab

On-Screen Takeoff - 14.02 Price A Bid Using Microsoft Excel

On-Screen Takeoff - 14.02.01 Price Using Excel - Selecting the Workbook

On-Screen Takeoff - 14.02.02 Price Using Excel - Linking a Condition to an Excel Cell or Named Range

15 Printing Plans, Takeoff, and Reports

On-Screen Takeoff - 15.01 Printing - Overview

On-Screen Takeoff - 15.02 Printing the Projects, Summary, and Estimate Tabs

On-Screen Takeoff - 15.03 Printing Plans, Takeoff, and Annotations

On-Screen Takeoff - 15.03.01 Printing - How Bid Areas and Layers Affect What Gets Printed

On-Screen Takeoff - 15.03.02 Printing - Using the Multiple Page View Selector

16 Importing and Exporting Bids, Takeoff, and Reports

On-Screen Takeoff - 16.01 Importing and Exporting - Overview

On-Screen Takeoff - 16.02 Print and Export the Projects Tab, Summary Tab, or Estimate Tab

On-Screen Takeoff - 16.03 Copying Rows of Data from the Summary or Estimate Tab

On-Screen Takeoff - 16.04 Exporting the Takeoff and Worksheet Tabs to CSV Files

On-Screen Takeoff - 16.05 Exporting Projects

17 Collaboration

On-Screen Takeoff - 17.01 What is Project Express and What Can I Do With It?

On-Screen Takeoff - 17.02 The Project Express Tab and Context Menu

On-Screen Takeoff - 17.03 Registering for a New Project Express Account

On-Screen Takeoff - 17.04 Signing into an Existing Project Express Account

On-Screen Takeoff - 17.05 Sending Projects and Project Updates using Project Express

18 Masters (Central Saved Data)

On-Screen Takeoff - 18.01 Masters - Overview

On-Screen Takeoff - 18.02 Masters: Employees

On-Screen Takeoff - 18.02.01 Masters: Importing an Employee List

On-Screen Takeoff - 18.03 Masters: Job Statuses

On-Screen Takeoff - 18.04 Masters: Condition Types

19 User Preferences and Program Options

On-Screen Takeoff - 19.01 Customizing the Application - Program Defaults, Settings, and Options

On-Screen Takeoff - 19.02 Program Options - General Tab (Adjusting How You Work with OST)

On-Screen Takeoff - 19.03 Program Options - New Projects (Setting Defaults)

On-Screen Takeoff - 19.04 Program Options - Fonts and Colors (Setting the Defaults for Annotations and the Image Legend)

On-Screen Takeoff - 19.05 Program Options - Sounds

20 Databases (Project Storage)

On-Screen Takeoff - 20.01 What is a Database and Why Do I Need One? - OST

On-Screen Takeoff - 20.02 Opening and Closing Databases

On-Screen Takeoff - 20.02.01 Finding an Access-type Database

On-Screen Takeoff - 20.02.02 Connecting to a Microsoft SQL Database

On-Screen Takeoff - 20.03 Creating a Microsoft Access Database

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On-Screen Takeoff User Guide

01 Introduction to On-Screen Takeoff

02 The Projects Tab in Detail

03 Creating and Managing Projects, Bids, Alternates, and Change Orders

04 The Takeoff Tab in Detail

05 Creating Conditions and Layers

06 Setting Scale and Drawing Takeoff Using Auto Takeoff and Auto Count and Manual Takeoff Tools

07 Bid Areas and Zones

08 Annotations (Plan Markups) and the Image Legend

09 Selecting and Editing Takeoff and Annotations

10 Typical Groups, Typical Areas, and Repeating Pages

11 Advanced Plan Organization and Overlays

12 The Summary Tab in Detail (Analzying Takeoff Results)

13 The Estimate Tab in Detail (Unit Cost Worksheet)

14 Options for Pricing a Bid

15 Printing Plans, Takeoff, and Reports

16 Importing and Exporting Bids, Takeoff, and Reports

17 Collaboration

18 Masters (Central Saved Data)

19 User Preferences and Program Options

20 Databases (Project Storage)

PlanSwift User Guide

Quick Bid User Guide

Digital Production Control User Guide

ConstructConnect Takeoff Classic (Desktop Application) User Guide

Digital Production Control Quick Start Guides

Takeoff and Estimating Training Resources

PlanSwift Plugins and Starter Packs

Quick Bid Trade Databases

Quick Bid Manufacturer Databases

PlanSwift Developer Documentation

Accounts and Licenses

FAQs and Glossary

Deprecated Categories

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